Filed December 18, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ABBEY STREET LLC3 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $111,874 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,835 | $56,503+53.7% | $70,092+23.9% | $64,808+34.0% |
| Participation rate | 84.8% | 70.5%+14.3pp | 70.5%+14.3pp | 71.5%+13.3pp |
| Annual return | -14.77% | -13.44%-1.3pp | 190.73%-205.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,578 | $2,046+74.9% | $2,559+39.8% | $2,506+42.8% |
| Participant deferral / active EE | $5,980 | $3,389+76.5% | $3,849+55.4% | $4,310+38.7% |
| Admin fee / account holder | $175 | $160+8.8% | $6,267-97.2% | $188-7.1% |